See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $54,419 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,787 | $80,717+49.6% | $154,803-22.0% | $84,808+42.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.63% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,477 | $2,761+62.1% | $4,305+4.0% | $2,631+70.2% |
| Participant deferral / active EE | $5,934 | $3,303+79.7% | $5,540+7.1% | $4,212+40.9% |
| Admin fee / account holder | $27 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |